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JFS Wealth Advisors’s Community Bank CBU Stock Holding History

JFS Wealth Advisors’s Portfolio CBU Stock Details CBU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.83K Buy
42
+10
+31% +$633 ﹤0.01% 1491
2026
Q1 		$1.88K Sell
32
-11
-26% -$673 ﹤0.01% 1522
2025
Q4 		$2.48K Buy
43
+14
+48% +$805 ﹤0.01% 1478
2025
Q3 		$1.7K Sell
29
-10
-26% -$579 ﹤0.01% 1479
2025
Q2 		$2.22K Buy
39
+9
+30% +$500 ﹤0.01% 1372
2025
Q1 		$1.71K Hold
30
– – ﹤0.01% 1520
2024
Q4 		$1.85K Hold
30
– – ﹤0.01% 1510
2024
Q3 		$1.74K Buy
30
+1
+3% +$57 ﹤0.01% 1548
2024
Q2 		$1.37K Buy
29
+8
+38% +$362 ﹤0.01% 1573
2024
Q1 		$1.01K Buy
21
+17
+425% +$794 ﹤0.01% 1657
2023
Q4 		$209 Sell
4
-4
-50% -$180 ﹤0.01% 1900
2023
Q3 		$338 Sell
8
-15
-65% -$711 ﹤0.01% 1801
2023
Q2 		$1.08K Buy
23
+4
+21% +$196 ﹤0.01% 1580
2023
Q1 		$998 Sell
19
-8
-30% -$469 ﹤0.01% 1585
2022
Q4 		$1.7K Buy
27
+10
+59% +$625 ﹤0.01% 1430
2022
Q3 		$1K Hold
17
– – ﹤0.01% 1499
2022
Q2 		$1K Sell
17
-10
-37% -$655 ﹤0.01% 1481
2022
Q1 		$2K Buy
27
+16
+145% +$1.16K ﹤0.01% 1384
2021
Q4 		$1K Buy
+11
New +$802 ﹤0.01% 1286

Other funds holding CBU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

JFS Wealth Advisors's CBU Position: Q2 2026 in Review

JFS Wealth Advisors increased its Community Bank (CBU) stake by 31% in Q2 2026, buying an estimated $633 and bringing the position to 42 shares worth $2.83K. The position accounts for ﹤0.01% of the portfolio, ranked #1491.

JFS Wealth Advisors first reported a position in CBU in Q4 2021 and has held it in 19 quarters since. 279 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

  • JFS Wealth Advisors held 42 shares of Community Bank worth $2.83K as of Q2 2026.
  • JFS Wealth Advisors bought 10 Community Bank shares in Q2 2026, an estimated $633.
  • Community Bank made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1491 holding.
  • JFS Wealth Advisors first reported a position in Community Bank in Q4 2021 and has held it in 19 quarters since.
  • 279 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.